Filed January 7, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,543 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,109 | $130,194+150.5% | $169,993+91.8% | $71,457+356.4% |
| Participation rate | 97.4% | 86.1%+11.2pp | 87.0%+10.4pp | 67.9%+29.4pp |
| Annual return | 20.08% | 20.37%-0.3pp | 53.37%-33.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $12,210 | $4,381+178.7% | $6,785+80.0% | $2,588+371.9% |
| Participant deferral / active EE | $12,470 | $6,923+80.1% | $10,408+19.8% | $4,289+190.8% |
| Admin fee / account holder | $39 | $966-96.0% | $12,815-99.7% | $1,587-97.6% |